Wellesley Investment Partners’s Mondelez International MDLZ Stock Holding History

Wellesley Investment Partners’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$583K	Sell	10,164 -1,921	-16%	-$107K	0.2%	56
2020 Q2	$617K	Sell	12,085 -2,592	-18%	-$133K	0.22%	50
2020 Q1	$735K	Sell	14,677 -1,364	-9%	-$73.9K	0.29%	41
2019 Q4	$883K	Buy	16,041 +2,035	+15%	+$109K	0.27%	51
2019 Q3	$775K	Buy	14,006 +479	+4%	+$26.2K	0.25%	52
2019 Q2	$729K	Sell	13,527 -3,457	-20%	-$180K	0.25%	56
2019 Q1	$847K	Sell	16,984 -1,611	-9%	-$73.9K	0.29%	59
2018 Q4	$744K	Sell	18,595 -501	-3%	-$21.4K	0.26%	64
2018 Q3	$820K	Buy	19,096 +890	+5%	+$38K	0.27%	67
2018 Q2	$746K	Buy	18,206 +802	+5%	+$32.2K	0.26%	68
2018 Q1	$726K	Buy	17,404 +1,382	+9%	+$60K	0.26%	65
2017 Q4	$685K	Buy	16,022 +2,109	+15%	+$88.5K	0.26%	68
2017 Q3	$565K	Buy	+13,913	New	+$591K	0.23%	75

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellesley Investment Partners's MDLZ Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Mondelez International (MDLZ) stake by 16% in Q3 2020, selling an estimated $107K and leaving 10,164 shares worth $583K. The position accounts for 0.2% of the portfolio, ranked #56.

Wellesley Investment Partners first reported a position in MDLZ in Q3 2017 and has held it in 13 quarters since. The position peaked at $883K in Q4 2019. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

Wellesley Investment Partners held 10,164 shares of Mondelez International worth $583K as of Q3 2020.
Wellesley Investment Partners sold 1,921 Mondelez International shares in Q3 2020, an estimated $107K.
Mondelez International made up 0.2% of Wellesley Investment Partners's portfolio in Q3 2020, its #56 holding.
Wellesley Investment Partners first reported a position in Mondelez International in Q3 2017 and has held it in 13 quarters since.
Wellesley Investment Partners's Mondelez International position peaked at $883K in Q4 2019.
1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.